Converting an account to a new pipeline
We would like to create a button in the Accounts module that takes certain fields the in Activity module which are then added to our Pipeline (Deals) - so as an example once the meeting notes are filled in following a visit/call these notes form the basis of a new pipeline opportunity. The Fields would include product name, amount, first meeting date. I have just started familiarising myself with writing custom functions but if you provide some guidance on how best this can be done that would be
Take notes on apple watch?
Hello, is it possible to somehow take audio-notes in my CRM with my apple watch? For example notes on specific contacts. Regards, Andreas
Tips and Tricks 6: Project sessions to the audience
Hello everyone, Today we'll see how to project sessions to your audience to keep them visually engaged. To start with, when you're delivering sessions or standing by for upcoming sessions, displaying the slide deck or an intermission screen can keep event participants involved and attentive. To do this, access the Present Sessions tab from the Conduct dashboard in the Event Console when the event has started. You can view the sessions in the timeline based on the track or the venue it is being presented
Zoho mail doesn't let me connecting via IMAP to external accounts
Dear Zoho team, as I wrote, i can't connect via IMAP to external accounts using zoho mail. Is it an extra paid service? what's its cost and how to add? Thank you in adance.
KPI
Hi, Is there a way to track sales performance: Sales Wins x Sales Forecast for a certain period of time (by quarter)? Note: Sales Wins - the deals that were secured Sales Forecast - the deals that were considered in the forecast Thanks, Rodrigo
Kaizen #28 - Use cases related to Record Owner
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss a few use cases related to the Record Owner field. Who is a record owner? A record owner is a user of a CRM org who owns a record in a module. Any other user could have also created or owned this record, previously. This "owner" is a lookup field that points to the resource Users. Therefore, when you use this field, it must always be a JSON object in your input. The following are a few use cases related to the record
How to pull Location data from People
is it possible to pull Location data from People via REST API?
Not able to access newly created form for data entry.
Hi All, Problems: I am not able to access or view the form that i created using zoho people.My role is Admin. Purpose: I want to do data entry into the form for my data verification and testing other functionality in workflow. Can any body please help into this?
Zoho Subscription API Documentation for Filter
Hi, in the postman library there are filters on some of the examples. However I am unable to determine what all the filter options might be . Here is one example. https://{{domain-url}}/api/v1/events?filter_by=EventTime.All I would like to know what other options are in the EventTime enum? The Documentation does no mention this filter_by option and none of my guesses worked. Another example is https://{{domain-url}}/api/v1/customers?filter_by=Status.All I tried. Status.Trial and it was wrong as well.
How many tickets have closed.
Greetings, I am in need of a report. I would like to know a way to find in (for example last weeks - months) OPEN tickets, how many of them were closed and how many of them have been put on hold. But I only want the tickets that came in last week. I don't want to see older tickets that were closed. Is there any way to do this?
Visits - Word of the day #20
Visits, in Zoho CRM, represents tightly integrated module with Zoho SalesIQ (Zoho's web traffic analysis tool) to give your website visitor activity reports right inside CRM. Here's a knowledge-base article on how to integrate SalesIQ with your Zoho CRM. Check this video on setting up the SalesIQ integration: Previous 'Word of the Day': Forecasts Next 'Word of the Day': Social
How can I change the session URL after it is created?
It is possible to change the session URL after it has been created.
Ability to take Meeting Notes
Namaskaram. It will be great if we have the ability to take meeting notes, just like in Teams. (attached screenshot below) Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
WFH Tip : 6 Eliminate repetitiveness and boost performance with templates in Zoho SalesIQ
In today's WFH scenario, customer support is substantial and answering the myriad of queries that come from visitors constitutes a major part. Sometimes, these queries become increasingly repetitive and monotonous. To save operators the time and trouble of answering of answering these questions time and again, Zoho SalesIQ offers a bunch of templates that might come in handy. They are as follows: Articles Canned Responses and Email Templates Let customers help themselves with the FAQs in their chat
Link ticket to an account
Hi, Is there a way to link a ticket to an account through Zoho Desk API? Thanks. -Nimesh
Link To Account In Email Template
Hello All, I was wondering if there was a way in which we can add a generated link into our email templates? Example: ${Accounts.Account Name} Cancelled Subscription The account would have the cancelled account name BUT with a clickable link that'll take you to the account page. Any way to do this? Thanks!
Cannot use Mail referral program.
When I try to send invitations for Zoho Mail, I get "You are not authorized to perform this action" error. How do I fix this?
New Features rolled out on April 23, 2020
Trend Line We are happy to announce that Zoho Analytics now supports plotting Trend Lines in your charts. Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past and future trend in your time series or number series data. Zoho Analytics provides five models to derive the Trend Line. They are Linear, Logarithmic, Exponential, Power, and Polynomial. Click here to know more about Trend Lines. Expand and Collapse Pivot View A new Expand/Collapse option is added
How do I do comparison charts with a group?
Is there a way to create on-the-fly group in Zoho analytics and compare the performance of a product/entity against the group? e.g. In this dashboard - I would like to compare the performance of a given Credit Union to its peers (ideally selected by users or hard-coded) https://culytics.com/blogs/cu-peer-benchmark. e.g. Performance of a credit union compared to all other in the same asset range and/or state. How can I achieve that functionality? The underlying data has data for each credit union.
Error, Blog past in Fb & Twt
Hello, we have done a shipping automation with facebbook and twitter when creating a new article in our blog. We have a small problem, that when publishing, we publish everything correct, except the image, it puts our logo and not the image of the article, can it be changed?
Fetch fields info from Accounts to other module
Hi, I need to fetch field information from Accounts to Cobranzas modules but I dont know how, this is the API names in respective modules, thanks !!! Accounts Cobranzas Sucursal Sucursal Actually Sucursal is Pick list field in both modules but in target module (Cobranzas) I can change if neccesary because only need show the data stored in the related record in Accounts. I will be very grateful if someone help me. Paul
Zoho Filedownloader error
When entering my credentials, it responds that my username or password is incorrect, please help
Map Pie Chart - Pie Size & Legend Sort
Good day, How does one increase the pie size on the Map Pie Chart? Also, how can I sort the items in the legend into a custom order?
Virtual Community Meetups - United Kingdom
Hello everyone, Hope y'all are keeping well and safe amid everything that's happening. We believe that learning must continue no matter what and so, we have planned on meeting our user groups virtually and discuss how email marketing can help you keep your customers engaged. It's going to be a one and a half hour session and we will have our focus majorly on email marketing automation. Date: April 28-30, 2020 The agenda: Email marketing in the world of contextual engagement Email marketing automation
Code Snippets in Writer
Hi, I am new to Writer and hope to use Writer to document my Creator apps, since Creator does not seem to be able to accomplish that natively. I see in Writer that I can easily insert code into a document but once the code is inserted it seems that I can't move out of the code snippet to continue adding other relevant links or text to the bottom of the doc. In a perfect world I would like to be able to insert all the workflows associated with a Creator form into one document but that seems to not
Email as an activity
I have been looking to see if I have missed something. It appears that when I run a report on last activity it excludes email ! If I'm right on this this is a huge shortcoming. We have recently upgraded in the chance we were missing features on the free version...so far no luck on this. Thank you for your input.
Creating Repots from Leads, Contacts & Potentials
I would be interested to know whether you can create a report for leads that have been created between two dates, that include any that have been converted to potentials or Contacts. To essentially show business in between two dates regardless of their current status. Thanks!
Count # of "NEEDS ATTENTION" for sections?
Hi all, I was trying to script a workflow for counting the # of "NEEDS ATTENTION" radio buttons I have for each section I have in this form. Is it possible to count the # in a section(field) or no? Also, what's the easiest way to script counting these "NEEDS ATTENTION" radio buttons? I have posted 2 pictures below for reference.
IP LOCATION
Dear Sir, As We know in current situation of COVID-19 our companies all staff is doing work from home.In this case they are facing issue of ip location of crm .So due to this reason they are not able to access zoho. So please guide for the same. Thanks & Regards,
Phone Number Formatting
I have just learned that in order for a iPhone to show caller ID based on contacts in Zoho the phone number must be formatted +1 (###) ###-####. Is there any way to automate this process by converting just the 10 numbers to the needed format for using the iPhone caller ID feature? Or what are you doing to get around this?
Portal Form - DOWN
Hi all, anyone experiencing issues with any forms loading on a customer portal. As you can see its not a case of hidden fields as there are no buttons to submit or reset. also when clicking to edit an existing record the loading page is just continuously loading
Saving filters of projects
Hi! We are managing over 600 projects at the same time (+ we have 500 archived projects) and we have grouped them in almost 15 groups (1-4 groups per department). We have noticed big performance issues after exceeding 150 projects! Apart from that users complain that they have to filter projects every time they open a list of projects (in most cases each department would like to see only their projects -> maybe 100 projects instead of 600). Believe it's very frustrating... Could you consider improving
unlocking your antispam
Hello Your antispam has us blocked I want to ask you if you can get us out of there. We had problems with an account but it is already solved the ip is 190.128.226.123 - mail.pagoexpress.com.bo Cheers
DKIM Verification
I did configuration same as the guild, but still can't enable DKIM. I checked the key with thirst party, it show that it is a valid key. Please support me. How can I enable it? I took almost a day with this, tried many solution by still can't get it.
Error: ResponseCode 451
Hello, Since yesterday, we are not able to sent emails. We always get the following error: :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 22 Apr 2020 06:55:24 -0700 from xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxx.net [xxxxxxxxxxxxx@xxxxxxxxxxxxxxxxxx.net] -----
Time Calculation
I know this has probably already been asked and answered. But I have just recently upgraded to Creator 5. I am a longtime Zoho Creator user. I use a different way in C4 to calculate times. In C5 there is a TIME feature. Is there an easy way to calculate Time fields? Start_Time - End_Time to equal Total_Time All three of those fields would be defined as TIME fields
Copying from one Field to another
In "Deals" I have it set up for 2 customers (We are a Mortgage brokers). Sometimes we have people who live at the same address. Is there a way where if I put the address down for applicant 1, I can copy that over by ticking a box or something similar?
Deprecating the isInvoiced and isBillable query parameters
If you offer paid support to your customers, it is important to track the time your agents spend on resolving tickets. Zoho Desk provides a time tracking capability and the option to create billable time entries. Besides, by integrating your Zoho Desk portal with Zoho Invoice, you can also create invoices and send them to customers from within Zoho Desk. You can view the time your agents spent on each ticket, under the Time Entry tab on the ticket detail page. All this while, this tab contained
Problem with multiple selection list
We have a problem when receiving the data through the webhook, in a multiple selection list I send it a data as json array in this way {data: value} but when trying to insert the value the insert fails and fails the flow.
ACCOUNT
I want to allow all users to see account details, with each user having only access to his/her own contacts. So that each user can add a contact, and link them to the same account.... HOW?
Next Page